How-To GuideIntermediate5 min read

How to Update Business Details for Rebranding

Update your business name, logo, and branding across Local Business Pro when your company rebrands.

Quick Answer: Go to AI Logic > Business Details and update your business name, upload your new logo, and set new brand colors. Also update your AI Receptionist name/personality if needed. These changes affect all future documents and AI conversations.

Rebranding Checklist

When rebranding, update these areas in Local Business Pro:

Business Details - Name, logo, colors, contact info
AI Receptionist - Update how AI introduces your business
Email Templates - Update any email content with old branding
Website Chat - Update chat widget appearance if needed

Step-by-Step Update

Navigate to AI Logic > Business Details
Update Business Name to your new name
Upload your new logo in the Brand section
Update brand colors to match new branding
Update contact information if changed
Click Save Changes
Navigate to AI Logic > Receptionist
Review AI personality and scripts for old business name references
Update FAQs and Business Information with new details
Click Save Changes

What Changes and What Doesn't

New documents: Will use new branding immediately
Existing documents: Keep old branding (invoices, past estimates)
AI conversations: Will use new name and info immediately
Historical records: Contact history, job records unchanged

Frequently Asked Questions

Q: Do I need to update my phone number?
A: Only if your phone number is changing. Your AI receptionist number stays the same unless you specifically change it.

Q: Will customers see the old name on past invoices?
A: Yes, historical documents retain their original branding. This is actually good for record-keeping accuracy.

Tags:

rebrandingbusiness-nameupdatelogomigration

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